Truepoint Inc’s SB Financial Group SBFG Stock Holding History

Truepoint Inc’s Portfolio SBFG Stock Details SBFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-17,850	Closed	-$175K	–	82
2016 Q1	$175K	Buy	+17,850	New	+$176K	0.02%	72

Other funds holding SBFG

GJL

Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Truepoint Inc's SBFG Position: Q2 2016 in Review

Truepoint Inc sold out of SB Financial Group (SBFG) in Q2 2016, closing a stake of 17,850 shares — an estimated $175K sold.

Truepoint Inc first reported a position in SBFG in Q1 2016 and held it in 1 quarter. The position peaked at $175K in Q1 2016. 22 funds tracked by Wall St. Rank hold SBFG as of Q2 2016.

Truepoint Inc reported no remaining SB Financial Group position as of Q2 2016 after selling out during the quarter.
Truepoint Inc sold 17,850 SB Financial Group shares in Q2 2016, an estimated $175K.
Truepoint Inc first reported a position in SB Financial Group in Q1 2016 and held it in 1 quarter.
Truepoint Inc's SB Financial Group position peaked at $175K in Q1 2016.
22 funds tracked by Wall St. Rank held SB Financial Group as of Q2 2016.

Based on Truepoint Inc's 13F filing for Q2 2016, filed 3 Aug 2016.